Niagen Bioscience, Inc. will release its financial results for the third quarter of fiscal year 2026 on Wednesday, November 4, 2026. The company plans to discuss these results in a press release issued after the close of regular stock market trading hours.

Conference Call Details

A live webcast and conference call are scheduled for the same day at 4:30 p.m. ET (1:30 p.m. PT). Investors and analysts can access the earnings press release, accompanying financial exhibits, and the live audio presentation via the Investor Relations section of the company's website.

Company Profile

Niagen Bioscience is a global leader in NAD+ (nicotinamide adenine dinucleotide) science, focusing on healthy aging through precision science. The company’s portfolio includes Niagen (patented nicotinamide riboside), marketed as the consumer supplement Tru Niagen and the pharmaceutical-grade Niagen Plus IV/injectable products. Its subsidiary, NAD Pharmaceuticals Corp., is developing therapies for accelerated aging and rare genetic diseases, including research on the molecule NB4168.

Niagen Bioscience (NASDAQ: NAGE) reported second-quarter 2026 revenue of $29.8 million, driven by a 6% year-over-year increase in Tru Niagen sales to $24.2 million. While top-line growth remained positive, net income declined to $1 million, or $0.01 per diluted share, compared with $0.05 per share in the prior-year quarter.

The company’s core consumer business saw e-commerce revenue rise 14% to $20.5 million, offsetting lower ingredient sales. Management attributed the earnings compression primarily to a significant increase in selling and marketing expenses, which rose to 34% of net sales from 26.4% in Q2 2025. This investment reflects strategic spending on brand awareness, new product launches, and expansion into China and skincare markets.

Financial Performance Overview

The following table summarizes key financial metrics for the quarter ended June 30, 2026:

Note: Prior-year total revenue is not explicitly stated in the transcript; changes are derived from stated growth rates for specific segments.

Segment Analysis

Consumer Business: Tru Niagen website sales increased 23% year over year, while Amazon sales rose 10%. Management noted that Amazon growth would have been approximately 19% absent a temporary platform listing issue in early June. The ingredient business generated $5.4 million, comprising $4.9 million in food-grade Niagen and $400,000 in pharma-grade Niagen. Ingredient gross margin remained stable at 64.8%, a slight decline of 20 bps from 65% a year ago due to product mix changes.

Strategic Initiatives: The company is expanding beyond supplements into skincare and pharmaceuticals. Key developments include:

• Launch of Niagen Nanoclouds, a topical skincare product, with plans for a broader commercial launch later this year.
• Establishment of NAD Pharmaceuticals, focusing on rare genetic diseases like ataxia telangiectasia with candidate NB4168.
• Expansion of the Niagen Plus IV and injection platform, targeting the $500 million NAD injection market.

What the Numbers Show

A divergence exists between revenue growth and profitability metrics. While total revenue and core consumer sales expanded, net income dropped significantly due to operating leverage shifts. Selling and marketing expenses consumed 34% of revenue, up nearly 8 percentage points from the prior year. This indicates that current profitability is being deliberately suppressed to fund aggressive market penetration and new vertical development. Additionally, the balance sheet remains robust with $66.7 million in cash and no debt, providing flexibility for these elevated expenditures without external financing needs.

Outlook and Guidance

For full-year 2026, Niagen Bioscience expects e-commerce revenue to grow between 10% and 15% year over year. The ingredients business is projected to decline relative to the prior year due to competitive pressures, though new partnerships are anticipated. Operating expenses are expected to increase across all categories (S&M, R&D, G&A) as the company invests in pharmaceutical development and global market expansion. Management emphasized maintaining cash flow positivity while pursuing these long-term growth engines.